Client Experience Coordinator en Thrivent

Summary

COR Financial Group, a growing multi-state financial services practice with Thrivent is looking for a full-time Client Experience Coordinator to work in our Ann Arbor, MI office. Are you a person of high integrity, strong capability, and have a genuine passion to care for others? If so, we would be excited to discuss how COR Financial Group nurtures those with a heart for service and a passion for helping others. This is an incredible opportunity for the right person to become a vital member of our team while having opportunity to grow professionally and financially.

Position Summary:
This position provides administrative support to our Lead Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The role supports daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, assisting in coordination of client events for the Ann Arbor, MI office, utilizing proprietary software in support of client relations, and other administrative tasks as assigned. If you would like to work with a team that values our deep customer relationships and proactive concierge customer service, then this role is a great fit for you.

Benefits Include: 401k (with match) available after 6 months, Paid Time Off, Holiday Pay, Medical Benefits (Medical, Dental, Vision, Term Life, Disability, Health Savings Account)
Compensation: $50,000 - $55,000 salary dependent upon experience.

Job Description

Position Roles/Responsibilities/Accountabilities

• Answer all incoming calls for the practice on the first ring and disperse them and any messages appropriately
• Hospitality lead for the Ann Arbor office; including meeting and greeting clients
• Attend and assist in coordination of all local client events
• Physical site manager of the office
  • Decorate the office for the holidays
  • Manage the cleaning service
  • Oversee the snow removal vendor to ensure safety of clients during the winter
• Assist in coordinating team events & birthday celebrations
• Assist in scheduling meetings with clients on behalf of the practice’s Advisors
• Interface with contacts to coordinate mailings, gifts and other communications
• Perform routine administrative duties such as maintaining office supplies, processing mail, filing and disclosure delivery
• Update contact management system with client contact and preference information
• Assist in preparing file folders for client meetings
• Support Administration Department in obtaining any needs for new business
• Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Keep sales team on track and assist with meeting support
• Additional responsibilities may be assigned in accordance with business needs

Position Qualifications

• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, SharePoint, Salesforce) or ability to learn 
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products, services, and Thrivent Financial

Competencies

• Planning/Organizing
• Client Focus

• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of COR Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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